James Elsman Email & Phone Number
Financial Advisor, Managing Director - Investment Officer
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James Elsman Location
- New York, NY, US
James Elsman Work
- 1986 -now Financial Advisor, Managing Director - Investment Officer @ Wells Fargo Advisors
James Elsman Education
- Boston College
BS (Finance)
1982-1986
James Elsman Skills
- Financial Advisory
- Fixed Income
- Wealth Preservation Planning
- Retirement Planning
- Valuation
- Sales
- Capital Markets
- Investments
- Finance
- Asset Allocation
- Strategy
- Asset Managment
- Equities
- Mutual Funds
- Microsoft Office
- Microsoft Excel
- Investment Planning
- Management
- 401k Rollovers
- Project Management
- Securities
James Elsman Summary
- James Elsman, based in New York, NY, US, is currently a Financial Advisor, Managing Director - Investment Officer at Wells Fargo Advisors. James Elsman holds a 1982 - 1986 BS in Finance @ Boston College. With a robust skill set that includes Financial Advisory, Fixed Income, Wealth Preservation Planning, Retirement Planning, Valuation and more.
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